AIM
AEP icon

Avity Investment Management’s American Electric Power AEP Stock Holding History

Avity Investment Management’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$920K Sell
6,724
-650
-9% -$85.6K 0.06% 72
2026
Q1 		$967K Sell
7,374
-550
-7% -$68.8K 0.07% 69
2025
Q4 		$914K Buy
7,924
+650
+9% +$76.8K 0.06% 67
2025
Q3 		$818K Buy
7,274
+2,150
+42% +$235K 0.06% 68
2025
Q2 		$532K Buy
5,124
+50
+1% +$5.2K 0.04% 80
2025
Q1 		$554K Buy
5,074
+550
+12% +$55.7K 0.04% 71
2024
Q4 		$417K Buy
4,524
+150
+3% +$14.5K 0.03% 81
2024
Q3 		$449K Sell
4,374
-650
-13% -$63.4K 0.03% 78
2024
Q2 		$441K Buy
5,024
+2,550
+103% +$223K 0.04% 73
2024
Q1 		$213K Buy
+2,474
New +$201K 0.02% 107

Other funds holding AEP

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Avity Investment Management's AEP Position: Q2 2026 in Review

Avity Investment Management reduced its American Electric Power (AEP) stake by 8.8% in Q2 2026, selling an estimated $85.6K and leaving 6,724 shares worth $920K. The position accounts for 0.06% of the portfolio, ranked #72.

Avity Investment Management first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $967K in Q1 2026. 609 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Avity Investment Management held 6,724 shares of American Electric Power worth $920K as of Q2 2026.
  • Avity Investment Management sold 650 American Electric Power shares in Q2 2026, an estimated $85.6K.
  • American Electric Power made up 0.06% of Avity Investment Management's portfolio in Q2 2026, its #72 holding.
  • Avity Investment Management first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
  • Avity Investment Management's American Electric Power position peaked at $967K in Q1 2026.
  • 609 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.